Get your taxes done using TurboTax

JamesG1 · ‎March 3, 2024

In TurboTax H & B, when downloading your Schwab information, did you follow these steps?

Across the top of the screen, select Personal.
Across the top of the screen, select Personal Income.
Select I'll choose what I work on.
Scroll down to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
Select Start/Update to the right.
At the screen Your investment sales summary, select Add more sales.
At the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds. Click Continue.
At the screen Let us enter your investment sale info, enter Charles Schwab @ Company. Click Continue.
At this screen, select Continue to download Charles Schwab & Company information.

I suspect that at some point, you chose another option.

Are you able to download Charles Schwab information?

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